AI TOOL PROFILE
ApproveThis: Approval Workflow Software
- Operations
- Workflow Automation
- Small businesses
- Mid-market companies
- Operations managers
- Agencies managing client approvals
- Finance teams handling POs and expenses
Pricing
Plans start at $19 per month for 25 approval requests, with unlimited approvers included. All features are available across all tiers, and annual billing offers a 20% discount.
At a glance
- Best for
- Small businesses, Mid-market companies, Operations managers, Agencies managing client approvals, Finance teams handling POs and expenses
- Key use cases
- Purchase Order Approvals, External Client Sign-off, Expense Report Processing, Contract and Compliance Review, Vendor Procurement
- Integrations
- Slack, QuickBooks, BigCommerce, Salesforce, Zapier
- Official website
- Visit Approvethis official website
How AI is used
ApproveThis is an approval workflow tool designed to move requests through a defined chain of command. Users can submit requests via forms or email, which are then routed to approvers based on custom rules, such as dollar thresholds or specific roles.
The platform supports workflows involving external parties. Clients, vendors, and partners can approve or deny requests directly from their email inbox using a secure link, which may reduce the need for manual follow-ups.
For internal management, the platform provides audit trails and version history to track changes and decisions. It also includes AI-driven features for extracting data from documents and generating forms from text descriptions.
Buyers should consider their monthly volume of requests, as pricing is based on the number of approval requests processed per month.
Key Features
External Approvals
Allows external partners to approve or deny requests directly from their email without needing to create an account.
Intelligent Routing
Routes requests automatically based on content, user roles, or specific dollar thresholds.
AI Document Extraction
Extracts data from invoices, contracts, and receipts to populate approval forms, with confidence indicators for human review.
Audit Trails and Versioning
Maintains a log of actions and a diff view to show changes between revised versions of a request.
White-Label Portals
Provides custom subdomains and branding for client-facing approval hubs.
AI Form Generation
Supports the creation of forms with validation rules and routing logic based on plain English descriptions.
Use Cases
Purchase Order Approvals
Routing POs to different managers based on total dollar amounts.
External Client Sign-off
Collecting approvals on project deliverables from clients via secure email links.
Expense Report Processing
Managing employee expense submissions that flag when totals exceed budget thresholds.
Contract and Compliance Review
Tracking versions of contracts and maintaining a timestamped audit trail of approvals.
Vendor Procurement
Managing vendor approvals and term confirmations through a structured workflow.
Integrations
- Slack
- QuickBooks
- BigCommerce
- Salesforce
- Zapier
FAQ
Do my clients need to create an account to approve requests in ApproveThis?
- No, external approvers such as clients and vendors can approve or deny requests with one secure click from their email without creating an account.
How is ApproveThis priced?
- Pricing is based on the number of approval requests per month, starting at $19/month for 25 requests. All features are included regardless of the plan chosen.
What AI features does ApproveThis offer?
- The tool includes AI for extracting data from invoices and receipts, as well as AI-powered form generation based on plain English descriptions.
Source category: Operations
Source subcategory: Workflow Automation
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